With over two decades of expertise as an operations professional, Trish brings a wealth of experience to Capital Squared Financial (CSF), with 14 years dedicated to excelling as an Executive Assistant. Throughout her career, Trish has successfully supported executives across diverse industries such as finance, manufacturing, nonprofits, and real estate.

Trish specializes in streamlining client workflows, handling scheduling complexities, managing correspondence, and meticulously organizing data. Her proficiency extends to conducting research, data entry, document preparation, and a host of other operational tasks that contribute to the smooth operation of CSF. Trish is also an excellent proofreader.

Notably, Trish is well-versed in leveraging various Customer Relationship Management (CRM) systems to enhance our internal processes. She creates targeted email campaigns, establishes efficient workflows, manages contacts, and handles general data entry tasks. Trish's skills also encompass content management, including engaging copy for CSF's social media, websites, blogs, and newsletters.

Fun Facts: Trish takes weekly horseback riding lessons and has a passion for animals, especially cats!